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KW

Kennedy-Wilson Holdings

Delisted

KW was delisted on the 15th of June, 2026.

202 hedge funds and large institutions have $1.52B invested in Kennedy-Wilson Holdings in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 78 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $142K | Put options by funds: $88K

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0.05% less ownership

Funds ownership: 88.17%88.12% (-0.05%)

1% less funds holding

Funds holding: 204202 (-2)

19% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 78

23% less capital invested

Capital invested by funds: $1.97B → $1.52B (-$447M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
202
Holders Change
-2
Holders Change %
-0.98%
% of All Funds
2.94%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
31
Increased
63
Reduced
78
Closed
30
Calls
$142K
Puts
$88K
Net Calls
+$54K
Net Calls Change
-$147K
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
176
Bell Investment Advisors
California
$6.24K +$5.89K +470 +1,382%
EWA
177
EverSource Wealth Advisors
Alabama
$5.22K -$677 -54 -11%
HNB
178
Huntington National Bank
Ohio
$5.2K +$4.31K +344 +453%
WIM
179
Westside Investment Management
California
$3.5K
C
180
Covestor
United Kingdom
$3K +$639 +51 +30%
T
181
Tidemark
California
$2.96K +$3K +239 New
LFA
182
LGT Financial Advisors
Texas
$2.56K +$2.59K +207 New
LC
183
Lindbrook Capital
California
$2.27K -$4.6K -367 -67%
PA
184
Parallel Advisors
California
$1.76K +$1.47K +117 +468%
AF
185
Allworth Financial
California
$842 +$514 +41 +152%
GI
186
GAMMA Investing
California
$794 +$952 +76 New
JWA
187
JFS Wealth Advisors
Pennsylvania
$719 +$188 +15 +35%
PTC
188
Private Trust Company
Ohio
$631
CTC
189
Central Trust Company
Missouri
$545
FHA
190
First Horizon Advisors
Tennessee
$483 -$20.5K -1,636 -98%
FFA
191
Farther Finance Advisors
California
$470 +$476 +38 New
OA
192
Operose Advisors
Wisconsin
$458
GWS
193
Glassman Wealth Services
Virginia
$359 -$88 -7 -19%
FG
194
Fairman Group
Pennsylvania
$303 +$301 +24 New
SIC
195
SJS Investment Consulting
Ohio
$298 -$63 -5 -17%
AF
196
Advisornet Financial
Minnesota
$297 -$88 -7 -23%
VCM
197
Versant Capital Management
Arizona
$198 -$1.68K -134 -89%
DPW
198
DiNuzzo Private Wealth
Pennsylvania
$186 +$188 +15 New
PFBT
199
Parkside Financial Bank & Trust
Missouri
$174 -$22.9K -1,827 -99%
EAM
200
Erste Asset Management
Austria
$50

KW Hedge Fund Activity: Q4 2023 in Review

202 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Kennedy-Wilson Holdings (KW) for Q4 2023, worth a combined $1.52B — down 23% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new KW positions and 30 closed out — a net gain of 1 holder — while 63 added to existing stakes and 78 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $19.5M. The largest seller was Copeland Capital Management, cutting an estimated $36.2M.

  • 202 institutional investors held Kennedy-Wilson Holdings (KW) as of Q4 2023, down from 204 in Q3 2023.
  • Funds reported $1.52B of Kennedy-Wilson Holdings stock for Q4 2023, down 23% quarter-over-quarter.
  • 31 funds opened new Kennedy-Wilson Holdings positions in Q4 2023 and 30 closed out, a net change of +1 holder.
  • The largest Kennedy-Wilson Holdings buyer in Q4 2023 was Balyasny Asset Management, an estimated $19.5M added.
  • The largest Kennedy-Wilson Holdings seller in Q4 2023 was Copeland Capital Management, an estimated $36.2M sold.

Based on aggregated 13F filings for Q4 2023.